ICBC Credit Suisse Fund surveyed 5 individual stocks, involving 2 pharmaceutical companies

【Pharmaceutical Network Pharmaceutical Stock Market】 According to the public market information and the institutional research information disclosed on December 2, ICBC Credit Suisse Fund recently conducted a survey
of 5 listed companies.
The five companies include Jiangsu Leasing, Haohua Technology, Oulutong and 2 pharmaceutical companies: Ditze Pharma and Yifang Biotechnology
.
Among them, Ditze Pharma is an innovation-driven biopharmaceutical company; The pipeline portfolio includes 5 innovative drugs in the global clinical stage and used in multiple indications, as well as multiple innovative drug candidates in the preclinical research stage; The main products, DZD9008 and DZD4205, have been approved by the National Center for Medical Products Evaluation (CDE) and the US Food and Drug Administration (FDA) to accelerate the review and apply for marketing
with the results of the phase II single-arm pivotal clinical trial 。 Recently, Ditze Pharma said in an investor survey that suvortinib is conducting registered clinical trials in China and outside China, and the main endpoint is the objective response rate (ORR) assessed by the blinded independent center evaluation committee (BICR) according to RECIST1.
1, and the results of the Chinese registration clinical trial of suvortinib were announced at the 2022 ESMO Conference, and the ORR of EGFRexon20ins mutant advanced NSCLC patients who had previously failed platinum-containing chemotherapy reached 59.
8%.
The data on ORR of 48.
4% for patients with baseline brain metastases confirm their global "best-in-class" strength
.
International multi-center clinical trials outside of China are advancing
rapidly.
From the perspective of performance income, the data shows that in 2018, 2019 and 2020, Ditze Pharma achieved operating income of 39.
4192 million yuan, 41.
0175 million yuan and 27.
7608 million yuan respectively, realized net losses attributable to the owners of the parent company of 174 million yuan, 446 million yuan and 587 million yuan, and realized net losses attributable to the owners of the parent company after deducting non-recurring profits and losses of 224 million yuan, 449 million yuan and 393 million yuan
, respectively 。 In the first three quarters of 2022, Ditze Pharma did not generate operating income, achieving a net profit attributable to shareholders of listed companies of -510 million yuan, and a net profit attributable to shareholders of listed companies, net of non-recurring profits and losses, -547 million yuan
。 Yifang Biotech is an innovative drug R&D enterprise with a global vision based in China, focusing on major diseases such as tumors and metabolic diseases; With the concept of solving unmet clinical needs, the company is committed to developing innovative drugs with independent intellectual property rights, created in China and facing the world, and persistently providing patients with safer, more effective and affordable treatment options
.
At present, Yifang's product pipeline has 1 new drug application stage, 3 core products in clinical stage (D-0120, D-0502 and D-1553) and 5 preclinical research projects
.
In the Yifang product pipeline, BPI-D0316, a third-generation EGFR inhibitor targeted for the treatment of non-small cell lung cancer, has progressed rapidly, and the new drug marketing application was accepted by the National Medical Products Administration in March 2021 and is currently under review by the Center for Drug Evaluation (CDE
).
The three core products, D-0120, D-0502 and D-1553, are still in clinical trials and have only completed phase I or IIa clinical trials
。 From the perspective of performance income, from 2019 to 2021, the operating income of Yifang Biotech was 55.
30 million yuan, 00000 yuan and 00000 yuan, the net profit was -94.
9859 million yuan, -1053.
4488 million yuan and -357.
9115 million yuan, and the net profit attributable to the owners of the parent company was -94.
9859 million yuan, -1053.
4488 million yuan and -357.
9115 million yuan respectively.
The net profit attributable to the owners of the parent company after deducting non-recurring profit and loss was -9.
4263 million yuan, -211.
838 million yuan and -362.
7649 million yuan respectively
.
In the first three quarters of 2022, the company's operating income was 0 yuan, the net profit attributable to shareholders of listed companies was -385 million yuan, and the net profit attributable to shareholders of listed companies after deducting non-recurring profits and losses was -385 million yuan
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.